Cornerstone Planning Group’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Cornerstone Planning Group’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.11M	Buy	13,086 +10,424	+392%	+$834K	0.15%	66
2025 Q4	$218K	Buy	2,662 +1,784	+203%	+$142K	0.03%	131
2025 Q3	$94.6K	Buy	878 +620	+240%	+$46.8K	0.02%	219
2025 Q2	$19K	Sell	258 -67	-21%	-$4.5K	﹤0.01%	432
2025 Q1	$20.5K	Buy	325 +69	+27%	+$4.77K	﹤0.01%	407
2024 Q4	$18.1K	Hold	256	–	–	﹤0.01%	326
2024 Q3	$17.5K	Sell	256 -2,176	-89%	-$142K	﹤0.01%	318
2024 Q2	$148K	Sell	2,432 -2,027	-45%	-$125K	0.04%	98
2024 Q1	$268K	Sell	4,459 -6,497	-59%	-$380K	0.08%	62
2023 Q4	$612K	Buy	10,956 +30	+0.3%	+$1.57K	0.2%	34
2023 Q3	$549K	Buy	10,926 +10	+0.1%	+$523	0.21%	41
2023 Q2	$569K	Buy	+10,916	New	+$539K	0.22%	46
2022 Q4	$94.3K	Buy	+2,063	New	+$93.2K	0.04%	164

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Planning Group's SPYM Position: Q1 2026 in Review

Cornerstone Planning Group increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 392% in Q1 2026, buying an estimated $834K and bringing the position to 13,086 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #66.

Cornerstone Planning Group first reported a position in SPYM in Q4 2022 and has held it in 13 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Cornerstone Planning Group held 13,086 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.11M as of Q1 2026.
Cornerstone Planning Group bought 10,424 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $834K.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Cornerstone Planning Group's portfolio in Q1 2026, its #66 holding.
Cornerstone Planning Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.